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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,789 | $54,239-74.6% | $70,098-80.3% | $68,495-79.9% |
| Participation rate | 20.6% | 64.5%-43.9pp | 70.5%-49.9pp | 67.9%-47.3pp |
| Annual return | -16.43% | -13.87%-2.6pp | 190.76%-207.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $483 | $2,957-83.7% | $3,849-87.4% | $4,028-88.0% |
| Admin fee / account holder | $7,028 | $4,691+49.8% | $6,266+12.2% | $5,403+30.1% |